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Advisor Trainee- Advisor Development Program at Sun Life - ApplyBlast

Advisor Trainee- Advisor Development Program

Sun Life

4 months ago

Surrey, British Columbia

Hybrid

Full Time

Junior

0 applicants

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About this role

The Advisor Trainee at Sun Life is a six-month contract role designed to prepare candidates for a full advisory career in financial planning and insurance. Participants will gain hands-on experience with digital tools, obtain dual licensing in insurance and mutual funds, and work directly with clients to provide holistic financial solutions. This position includes personalized coaching, business development support, and the opportunity to transition into a permanent Advisor role upon successful completion.

Responsibilities

Build long-term relationships with clients for financial planning
Obtain dual licensing in insurance and mutual funds
Provide holistic life, health, and wealth solutions to clients
Execute business development activities to identify market opportunities
Gain exposure to standing advisor role responsibilities

Skills

Qualifications

LLQP LicenseCourse/Exam Requirements Completion

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

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We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more.